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CIK 0002083456 • 4 13F filings • Jun 22, 2026 – Oct 9, 2026
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Past 4 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ABBVIE INC | COM | $360K | 0.2%Prev: 0.3% | 1,376 SH | Increased+55 SH |
| ABIVAX SA | SPONSORED ADS | $2.2M | 1.3% | 22,000 SH | New |
| ADVANCED MICRO DEVICES INC | COM | $630K | 0.4%Prev: 0.4% | 1,030 SH | Increased+54 SH |
| ALPHABET INC | CAP STK CL A | $2.7M | 1.6%Prev: 1.6% | 7,963 SH | Increased+2,109 SH |
| ALPHABET INC | CAP STK CL C | $3.7M | 2.2%Prev: 1.0% | 10,901 SH | Increased+7,119 SH |
| AMAZON COM INC | COM | $2.3M | 1.4%Prev: 1.7% | 9,268 SH | Increased-96 SH |
| AMERICAN CENTY ETF TR | AVANTIS EMGMKT | $353K | 0.2%Prev: 0.3% | 3,756 SH | Decreased |
| APPLE INC | COM | $4.3M | 2.6%Prev: 2.9% | 12,998 SH | Increased-247 SH |
| BANK OF AMER CORP | COM | $424K | 0.3%Prev: 0.3% | 7,790 SH | Decreased-92 SH |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $955K | 0.6%Prev: 0.8% | 1,918 SH | Decreased-193 SH |
| BOOKING HOLDINGS INC | COM | $231K | 0.1%Prev: 0.2% | 1,417 SH | Decreased+42 SH |
| BROADCOM INC | COM | $990K | 0.6%Prev: 0.8% | 2,819 SH | Decreased+143 SH |
| CATERPILLAR INC | COM | $351K | 0.2%Prev: 0.3% | 433 SH | Decreased+41 SH |
| CISCO SYS INC | COM | $253K | 0.2%Prev: 0.2% | 2,349 SH | Decreased+124 SH |
| COCA COLA CO | COM | $288K | 0.2%Prev: 0.2% | 3,347 SH | Increased+13 SH |
| CORCEPT THERAPEUTICS INC | COM | $1.5M | 0.9% | 13,046 SH | New |
| COSTCO WHOLESALE CORPORATION | COM | $340K | 0.2%Prev: 0.3% | 373 SH | Decreased-9 SH |
| DIMENSIONAL ETF TRUST | EMERGING MKTS VA | $207K | 0.1%Prev: 0.2% | 4,874 SH | Decreased |
| DIMENSIONAL ETF TRUST | EMGR CRE EQT MNG | $203K | 0.1%Prev: 0.2% | 5,164 SH | Decreased |
| DIMENSIONAL ETF TRUST | GLOBAL REAL EST | $263K | 0.2%Prev: 0.2% | 9,728 SH | Decreased |
| DIMENSIONAL ETF TRUST | INTL CORE EQT MK | $203K | 0.1%Prev: 0.2% | 4,896 SH | Increased |
| DIMENSIONAL ETF TRUST | US COR EQU 2 ETF | $752K | 0.4%Prev: 0.6% | 16,915 SH | Increased |
| DIMENSIONAL ETF TRUST | US TARGETED VLU | $795K | 0.5%Prev: 0.6% | 11,970 SH | Decreased |
| DIMENSIONAL ETF TRUST | WORLD EX US CORE | $496K | 0.3%Prev: 0.4% | 13,404 SH | Increased |
| ELI LILLY & CO | COM | $884K | 0.5%Prev: 0.7% | 764 SH | Decreased+26 SH |
| EXXONMOBIL HOLDINGS CORP | COM SHS | $446K | 0.3% | 2,740 SH | New |
| FLEX LTD | ORD | $322K | 0.2%Prev: 0.4% | 2,931 SH | Decreased-69 SH |
| GE AEROSPACE | COM NEW | $343K | 0.2%Prev: 0.3% | 1,098 SH | Decreased+42 SH |
| GE VERNOVA INC | COM | $284K | 0.2% | 299 SH | New |
| GRANITESHARES ETF TR | 2X LONG NVDA ETF | $220K | 0.1% | 6,000 SH | New |
| HOME DEPOT INC | COM | $267K | 0.2%Prev: 0.2% | 937 SH | Decreased+165 SH |
| INTEL CORP | COM | $235K | 0.1%Prev: 0.2% | 1,951 SH | Decreased+118 SH |
| INVESCO QQQ TR | UNIT SER 1 | $290K | 0.2%Prev: 0.2% | 392 SH | Increased+114 SH |
| ISHARES INC | CORE MSCI EMKT | $3.0M | 1.8%Prev: 2.4% | 37,068 SH | Decreased-1,116 SH |
| ISHARES TR | CALIF MUN BD ETF | $1.0M | 0.6%Prev: 0.8% | 18,626 SH | Decreased |
| ISHARES TR | CORE MSCI EAFE | $4.4M | 2.6%Prev: 3.3% | 45,070 SH | Decreased-211 SH |
| ISHARES TR | CORE S&P MCP ETF | $5.2M | 3.1%Prev: 4.2% | 72,192 SH | Decreased-366 SH |
| ISHARES TR | CORE S&P SCP ETF | $1.2M | 0.7%Prev: 1.0% | 8,700 SH | Decreased |
| ISHARES TR | CORE S&P500 ETF | $1.2M | 0.7%Prev: 0.9% | 1,517 SH | Increased+2 SH |
| ISHARES TR | MSCI EAFE ETF | $844K | 0.5%Prev: 0.6% | 8,121 SH | Increased |
| ISHARES TR | MSCI USA VALUE | $343K | 0.2%Prev: 0.3% | 1,730 SH | Decreased |
| ISHARES TR | RUSSELL 2000 ETF | $256K | 0.2%Prev: 0.2% | 920 SH | Decreased |
| ISHARES TR | ULTRA SHORT DUR | $5.6M | 3.4%Prev: 3.4% | 111,647 SH | Increased+24,049 SH |
| JOHNSON & JOHNSON | COM | $435K | 0.3%Prev: 0.3% | 1,645 SH | Increased+101 SH |
| JPMORGAN CHASE & CO | COM | $727K | 0.4%Prev: 0.6% | 2,197 SH | Decreased-32 SH |
| LAM RESEARCH CORP | COM NEW | $236K | 0.1%Prev: 0.2% | 717 SH | Decreased+40 SH |
| MERCK & CO INC | COM | $308K | 0.2%Prev: 0.2% | 2,120 SH | Increased+29 SH |
| META PLATFORMS INC | CL A | $1.2M | 0.7%Prev: 0.6% | 1,601 SH | Increased+83 SH |
| MICRON TECHNOLOGY INC | COM | $1.9M | 1.1%Prev: 1.6% | 1,792 SH | Decreased-10 SH |
| MICROSOFT CORP | COM | $2.3M | 1.4%Prev: 1.4% | 4,568 SH | Increased-408 SH |
| MORGAN STANLEY | COM NEW | $204K | 0.1%Prev: 0.2% | 1,082 SH | Decreased+24 SH |
| NETFLIX INC. | COM | $220K | 0.1%Prev: 0.2% | 3,163 SH | Decreased-425 SH |
| NVIDIA CORPORATION | COM | $5.5M | 3.3%Prev: 3.6% | 24,214 SH | Increased+727 SH |
| PALANTIR TECHNOLOGIES INC | CL A | $253K | 0.2% | 1,350 SH | New |
| PROCTER & GAMBLE CO | COM | $209K | 0.1% | 1,437 SH | New |
| PROSHARES TR II | ULSHT BLOOMB OIL | $238K | 0.1%Prev: 0.3% | 12,000 SH | Decreased+2,000 SH |
| REDDIT INC | CL A | $767K | 0.5% | 5,386 SH | New |
| ROCKET LAB CORP | COM | $293K | 0.2%Prev: 0.3% | 4,200 SH | Decreased |
| RTX CORPORATION | COM | $250K | 0.1%Prev: 0.2% | 1,346 SH | Decreased-33 SH |
| SCHWAB STRATEGIC TR | EMRG MKTEQ ETF | $240K | 0.1%Prev: 0.2% | 6,571 SH | Increased |
| SCHWAB STRATEGIC TR | US TIPS ETF | $9.4M | 5.6%Prev: 5.2% | 373,311 SH | Increased+114,651 SH |
| SELECT SECTOR SPDR TR | ST STR CARE ETF | $978K | 0.6%Prev: 0.7% | 5,807 SH | Increased+353 SH |
| SELECT SECTOR SPDR TR | ST STR DISCR ETF | $1.0M | 0.6%Prev: 0.8% | 9,252 SH | Decreased+214 SH |
| SELECT SECTOR SPDR TR | ST STR ENERG ETF | $396K | 0.2%Prev: 0.2% | 6,447 SH | Increased+367 SH |
| SELECT SECTOR SPDR TR | ST STR FINL ETF | $1.2M | 0.7%Prev: 0.9% | 23,052 SH | Increased+1,329 SH |
| SELECT SECTOR SPDR TR | ST STR INDL ETF | $1.3M | 0.8%Prev: 1.1% | 7,763 SH | Decreased-79 SH |
| SELECT SECTOR SPDR TR | ST STR MATER ETF | $288K | 0.2%Prev: 0.2% | 5,914 SH | Decreased+206 SH |
| SELECT SECTOR SPDR TR | ST STR REAL ETF | $239K | 0.1%Prev: 0.2% | 5,830 SH | Decreased+254 SH |
| SELECT SECTOR SPDR TR | ST STR STAPL ETF | $458K | 0.3%Prev: 0.3% | 5,683 SH | Increased+342 SH |
| SELECT SECTOR SPDR TR | ST STR SVC ETF | $1.3M | 0.7%Prev: 0.9% | 11,322 SH | Increased-1 SH |
| SELECT SECTOR SPDR TR | ST STR TECHN ETF | $5.2M | 3.1%Prev: 3.7% | 26,743 SH | Increased+1,123 SH |
| SELECT SECTOR SPDR TR | ST STR UTIL ETF | $347K | 0.2%Prev: 0.3% | 8,786 SH | Decreased+336 SH |
| SPDR GOLD TR | GOLD SHS | $381K | 0.2%Prev: 0.3% | 1,000 SH | Increased |
| TAIWAN SEMICONDUCTOR MANUFAC | SPONSORED ADS | $1.2M | 0.7%Prev: 0.9% | 2,600 SH | Decreased-21 SH |
| TESLA INC | COM | $596K | 0.4%Prev: 0.7% | 1,679 SH | Decreased-531 SH |
| TOWER SEMICONDUCTOR LTD | SHS NEW | $217K | 0.1%Prev: 0.2% | 953 SH | Decreased |
| UNITED RENTALS INC | COM | $299K | 0.2%Prev: 0.3% | 299 SH | Decreased-5 SH |
| UNITED THERAPEUTICS CORP DEL | COM | $10.8M | 6.5% | 20,003 SH | New |
| UNITEDHEALTH GROUP INC | COM | $324K | 0.2%Prev: 0.3% | 882 SH | Decreased+30 SH |
| VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | $1.1M | 0.7%Prev: 0.8% | 23,963 SH | Increased+1,579 SH |
| VANGUARD INDEX FDS | EXTEND MKT ETF | $217K | 0.1% | 937 SH | New |
| VANGUARD INDEX FDS | MRNGSTR MID CAP | $2.1M | 1.3% | 26,950 SH | New |
| VANGUARD INDEX FDS | MRNGSTR SML CAP | $1.3M | 0.8% | 4,712 SH | New |
| VANGUARD INDEX FDS | MRNGSTR TTL STK | $1.9M | 1.2% | 5,199 SH | New |
| VANGUARD INDEX FDS | MRNGSTR VAL ETF | $2.8M | 1.7% | 13,148 SH | New |
| VANGUARD INDEX FDS | REAL ESTATE ETF | $379K | 0.2%Prev: 0.3% | 4,223 SH | Increased+330 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $2.2M | 1.3%Prev: 1.5% | 3,196 SH | Increased+276 SH |
| VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | $913K | 0.5%Prev: 0.7% | 11,000 SH | Decreased |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $5.7M | 3.4%Prev: 4.3% | 96,381 SH | Decreased+567 SH |
| VANGUARD INTL EQUITY INDEX F | FTSE SMCAP ETF | $369K | 0.2%Prev: 0.3% | 2,378 SH | Increased |
| VANGUARD INTL EQUITY INDEX F | TT WRLD ST ETF | $664K | 0.4%Prev: 0.4% | 4,204 SH | Increased+479 SH |
| VANGUARD SCOTTSDALE FDS | INT-TERM CORP | $990K | 0.6%Prev: 0.8% | 12,640 SH | Decreased+267 SH |
| VANGUARD SCOTTSDALE FDS | VNG RUS2000IDX | $3.6M | 2.2%Prev: 2.6% | 32,470 SH | Increased+4,421 SH |
| VANGUARD STAR FDS | VG TL INTL STK F | $3.5M | 2.1%Prev: 2.6% | 40,864 SH | Increased+1,303 SH |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $23.6M | 14.1%Prev: 17.9% | 334,906 SH | Decreased+2,925 SH |
| VEEVA SYS INC | CL A COM | $1.7M | 1.0% | 6,000 SH | New |
| VERTEX PHARMACEUTICALS INC | COM | $268K | 0.2%Prev: 0.2% | 513 SH | Increased-2 SH |
| VISA INC | COM CL A | $898K | 0.5%Prev: 0.7% | 2,499 SH | Increased-17 SH |
| WALMART INC | COM | $319K | 0.2%Prev: 0.3% | 3,065 SH | Decreased+136 SH |
| WEREWOLF THERAPEUTICS INC | COM | $49K | 0.0% | 53,423 SH | New |
| WISDOMTREE TR | FLOATNG RAT TREA | $221K | 0.1%Prev: 0.2% | 4,376 SH | Increased |
| XERIS BIOPHARMA HOLDINGS INC | COM | $10.1M | 6.0% | 1,060,000 SH | New |
| 13F-HR |
| 0002083456-26-000003 |
| $132.0M |
| View |
| Jun 22, 2026 | Q1 2026 | 13F-HR | 0002083456-26-000002 | $111.9M | View |